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Christensen King & Associates Investment Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Christensen King & Associates Investment Services’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.55M Sell
125,546
-369
-0.3% -$13.2K 1.81% 12
2026
Q1 		$4.15M Sell
125,915
-58
-0% -$1.98K 1.78% 14
2025
Q4 		$4.13M Sell
125,973
-1,064
-0.8% -$35.5K 1.76% 14
2025
Q3 		$4.24M Sell
127,037
-2,222
-2% -$70K 1.82% 14
2025
Q2 		$3.9M Sell
129,259
-3,110
-2% -$88.1K 1.79% 14
2025
Q1 		$3.72M Sell
132,369
-2,635
-2% -$72.1K 1.76% 15
2024
Q4 		$3.66M Buy
135,004
+2,406
+2% +$67.9K 1.72% 16
2024
Q3 		$3.87M Sell
132,598
-2,608
-2% -$70.6K 1.82% 15
2024
Q2 		$3.59M Sell
135,206
-188
-0.1% -$4.9K 1.77% 16
2024
Q1 		$3.42M Sell
135,394
-2,987
-2% -$73.4K 1.71% 16
2023
Q4 		$3.43M Buy
+138,381
New +$3.33M 1.84% 13

Other funds holding SCHE

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Christensen King & Associates Investment Services's SCHE Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.29% in Q2 2026, selling an estimated $13.2K and leaving 125,546 shares worth $4.55M. The position accounts for 1.81% of the portfolio, ranked #12.

Christensen King & Associates Investment Services first reported a position in SCHE in Q4 2023 and has held it in 11 quarters since. 565 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Christensen King & Associates Investment Services held 125,546 shares of Schwab Emerging Markets Equity ETF worth $4.55M as of Q2 2026.
  • Christensen King & Associates Investment Services sold 369 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $13.2K.
  • Schwab Emerging Markets Equity ETF made up 1.81% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #12 holding.
  • Christensen King & Associates Investment Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 565 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.